Lee Financial Company, based in Dallas, Texas, is ranked No. 65 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 40 on last year's CNBC FA 100 list.
Total AUM:Â $1.1B+
Years in Business: 45
Accounts Under Management:Â 518
Previous appearances on FA 100 List: 1 (No. 40Â in 2019)
Principals:
Richard Lee Jr., Chief Executive Officer
Christina Williams, President
Contact:
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
(972) 960-1001